Bullock Wealth Management’s Rockwell Automation ROK Stock Holding History

Bullock Wealth Management’s Portfolio ROK Stock Details ROK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$73.2K	Buy	152 +1	+0.7%	+$435	0.03%	246
2026 Q1	$55.8K	Hold	151	–	–	0.03%	261
2025 Q4	$58.7K	Buy	151 +1	+0.7%	+$376	0.03%	252
2025 Q3	$52.6K	Hold	150	–	–	0.03%	257
2025 Q2	$50.8K	Hold	150	–	–	0.03%	242
2025 Q1	$38.7K	Sell	150 -36	-19%	-$10K	0.02%	261
2024 Q4	$53.1K	Sell	186 -3	-2%	-$844	0.03%	247
2024 Q3	$50.3K	Sell	189 -15	-7%	-$3.98K	0.03%	243
2024 Q2	$54.1K	Sell	204 -58	-22%	-$15.7K	0.04%	228
2024 Q1	$74.3K	Buy	+262	New	+$75.5K	0.05%	208

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bullock Wealth Management's ROK Position: Q2 2026 in Review

Bullock Wealth Management increased its Rockwell Automation (ROK) stake by 0.66% in Q2 2026, buying an estimated $435 and bringing the position to 152 shares worth $73.2K. The position accounts for 0.03% of the portfolio, ranked #246.

Bullock Wealth Management first reported a position in ROK in Q1 2024 and has held it in 10 quarters since. The position peaked at $74.3K in Q1 2024. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Bullock Wealth Management held 152 shares of Rockwell Automation worth $73.2K as of Q2 2026.
Bullock Wealth Management bought 1 Rockwell Automation share in Q2 2026, an estimated $435.
Rockwell Automation made up 0.03% of Bullock Wealth Management's portfolio in Q2 2026, its #246 holding.
Bullock Wealth Management first reported a position in Rockwell Automation in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Rockwell Automation position peaked at $74.3K in Q1 2024.
1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.